Fineberg Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,902,143
Total clients
390
1% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
390
Average account size
$27,954
About
Fineberg Wealth Management is an independent advisory firm that primarily serves individual clients, offering ongoing investment supervisory and portfolio management services with discretionary authority. The firm prepares an individualized Investment Policy Statement for each client, reports approximately $10.9 million in assets under management, and does not impose an account minimum.
The firm uses a mix of charting, fundamental, technical and cyclical analysis to construct portfolios across mutual funds, equities, bonds, ETFs, REITs and insurance products, documenting client goals, risk tolerance and time horizon in the IPS. It implements a range of trading strategies — including long- and short-term trading, short sales, margin transactions and options writing — and conducts at least quarterly account reviews.
Distinctive features include an unusually high client load for a single-advisor practice (roughly 390 clients), which indicates a heavier reliance on standardized processes and custodian reporting to support service delivery. The advisor is also licensed as a life, health and disability insurance agent and includes insurance products among investible options; the firm requires clients to use its recommended custodian and does not participate in wrap fee programs.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Concentrated stock management
Fee options
1.00% annually
Main office location
Fineberg Wealth Management, LLC
Ann Arbor MI, United States
Number of offices
1
Most active in
Fineberg Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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